US Rail Freight Declines in September Despite Annual Growth

US Rail Freight Declines in September Despite Annual Growth

According to the Association of American Railroads, U.S. rail freight and intermodal traffic declined year-over-year in late September, but cumulative volumes remain up for the year. Grain and metallic ores shipments increased, while coal, miscellaneous carloads, and nonmetallic minerals declined. Macroeconomic factors, industry trends, and geopolitical issues influence freight volumes. A cautiously optimistic outlook is warranted, focusing on risks, technological innovation, and improved transportation efficiency.

02/04/2026 Logistics
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US Rail Freight Growth Mixed in September YTD Up

US Rail Freight Growth Mixed in September YTD Up

Data from the Association of American Railroads shows that for the week ending September 20th, U.S. rail carloads and intermodal traffic both decreased year-over-year, primarily due to factors such as weak coal demand. However, cumulative data for the year still indicates growth. This article provides an in-depth analysis of the key factors influencing rail freight and looks ahead to future challenges and opportunities, emphasizing the importance of focusing on long-term trends.

02/04/2026 Logistics
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US Rail Freight Rises Slightly on Intermodal Demand

US Rail Freight Rises Slightly on Intermodal Demand

According to the Association of American Railroads, U.S. rail freight traffic experienced a slight increase in late September. Carload traffic rose by 0.9% year-over-year, while intermodal traffic increased by 1.1%. Performance varied across commodity categories, with gains in nonmetallic minerals, grain, and motor vehicle parts. Coal, petroleum, and metallic ores saw declines. Year-to-date figures show growth in both carload and intermodal traffic. However, the market continues to face challenges including energy transition and technological innovation.

02/04/2026 Logistics
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US Rail Freight Gains in Carloads Dips in Intermodal

US Rail Freight Gains in Carloads Dips in Intermodal

Recent data indicates a slight increase in U.S. rail carload freight, while intermodal transportation faces a decline. Commodities like nonmetallic minerals and grains show strong performance, while automobiles & parts and coal face challenges. Although cumulative data suggests a positive overall trend, railway companies need to pay attention to market changes and actively address risks to achieve sustainable development. The slight carload increase is offset by intermodal weakness, requiring strategic adaptation. The future success depends on navigating these contrasting trends.

02/04/2026 Logistics
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US Rail Freight Mixed in Early November Carloads Rise Intermodal Falls

US Rail Freight Mixed in Early November Carloads Rise Intermodal Falls

For the week ending November 8, 2025, U.S. rail carload traffic saw a slight increase of 0.1%, while intermodal volume decreased by 8.7% year-over-year. Shipments of nonmetallic minerals and grain increased, while automotive parts and coal shipments declined. Year-to-date freight volume remains on a growth trajectory. However, railway companies need to pay attention to challenges arising from macroeconomic factors, supply chains, and the energy transition.

02/04/2026 Logistics
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US Rail Freight Rebounds in August with Volume Growth

US Rail Freight Rebounds in August with Volume Growth

According to the Association of American Railroads, U.S. rail freight traffic experienced year-over-year growth in the first week of August, with both carload and intermodal volumes increasing. Metallic ores and coal led carload shipments, while continued growth in intermodal freight reflects a recovery in consumer demand. Year-to-date cumulative data shows solid growth, but the industry still faces challenges such as labor shortages and aging infrastructure. Embracing change is crucial for a successful future.

02/04/2026 Logistics
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US Rail Freight Traffic Declines in Midseptember

US Rail Freight Traffic Declines in Midseptember

According to the Association of American Railroads, U.S. rail freight traffic decreased by 0.5% and intermodal volume declined by 2.6% for the week ending September 13. Despite recent weakness, year-to-date rail freight and intermodal traffic are still up 2.3% and 3.8%, respectively. The report highlights growth in sectors like chemicals and automobiles, alongside declines in coal and agricultural products, reflecting structural shifts within the U.S. economy.

02/04/2026 Logistics
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US Rail Freight Volume Rises Slightly in Late August

US Rail Freight Volume Rises Slightly in Late August

U.S. rail freight saw a slight increase overall, with intermodal transportation experiencing growth. Chemical shipments rose, while petroleum shipments declined. Both total freight volume and intermodal volume increased throughout the year, indicating positive trends in the railway sector and its contribution to the broader economy. This growth suggests a continued reliance on rail for moving goods across the country, particularly for intermodal solutions that integrate rail with other modes of transport.

02/04/2026 Logistics
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US Rail Freight Volumes Drop in Late September

US Rail Freight Volumes Drop in Late September

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail carloads and intermodal units in late September, but cumulative volumes remain up for the year. Grain and metallic ores bucked the trend with increased freight volume, while coal experienced the largest drop. Looking ahead, the rail freight market faces challenges from competition with trucking and the energy transition, but also holds opportunities for technological innovation and service upgrades. This suggests a complex landscape for the industry, requiring adaptation and strategic planning for future growth.

02/04/2026 Logistics
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Freight Market Signals Recovery with Cautious Optimism

Freight Market Signals Recovery with Cautious Optimism

The freight market shows signs of cautious optimism, with improvements in freight volumes, tonnage, and consumer spending. Import data is influenced by port labor issues and tariff policies. Trucking and intermodal transportation are also experiencing a recovery. A shift in consumer spending patterns is benefiting rail transport. While uncertainties remain, the market is moving in a positive direction. Overall, there are encouraging developments across different modes of freight transportation, signaling a potential strengthening of the economy.